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Summary
About the Role
About You
- High level of accuracy and attention to detail.
- Strong organizational and time management skills.
- Professional communication skills, both written and verbal.
- Ability to work independently and as part of a collaborative team.
- Proficiency in Microsoft Office (especially Excel, Word, and Outlook).
- Commitment to handling confidential information with integrity.
- Bachelor's degree in accounting, finance, or a related field.
- 2–4 years of administrative or accounting experience.
- Experience with NetSuite software.
Benefits
- Medical, dental, vision, and 401k (with matching options).
- Generous PTO package from your start date.
- Access to an on-site café, gym, and primary care.
- Continuous personal and professional development opportunities.
- Recognition for hard work & exemplary performance.
- Employee-sponsored events.
Advisors Excel helps transform independent financial advisors from good advisors into great business owners so they can enjoy more freedom, growth and fun. An Unrivaled Partner, we’re your IMO+. Since our founding around a kitchen table in 2005, we’ve reimagined the Independent Marketing Organization’s role in our industry, providing comprehensive support and services and an unparalleled peer network. We help the country’s most elite financial professionals help their clients have amazing retirements and create financial legacies. Big on Purpose: At Advisors Excel, we’re big on purpose, and that’s a good thing. Why? Because our size allows us to make a significant impact for our advisors, our employees and our community. We offer unparalleled assistance that smaller organizations simply can't match. This level of support ensures your needs are met promptly and thoroughly, allowing you to focus on what you do best — serving your clients. We're big enough to make an impact and support your growth, yet small enough to offer personalized support and celebrate every victory with you. Holistic Partnership: Whether you need a business coach, marketing agency, IT support, operational assistance, case design, product support, or compliance officers, AE provides comprehensive solutions designed to add value to your business. Expect More: At Advisors Excel, we're not just an IMO. We’re an Unrivaled Partner and home to a community of growth-minded advisors. Join us. Experience the difference of an IMO+ and see how we can help you grow, thrive and succeed.